Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Dedicated and hard working with strong abilities in active listening and persuasion.
Overview
21
21
years of professional experience
Work History
Investor Accounting Specialist
Chickasaw Community Bank
04.2023 - 11.2023
Prepared releases for mortgages that had paid in full to be signed and notarized by my supervisor at the bank to be returned to our subservicer to complete the paid in full process of the mortgage.
Prepared original custodial documents from our document custodian to send to our subservicer for the mortgages that had paid in full to return to the borrower.
Contributed to testing scenarios for the software system being used to bring the mortgage servicing in house instead of using a sub servicer.
Maintained accuracy and assisted in bank reconciliations of our cash clearing account.
Produced monthly detailed and relevant reports for use in making business decisions.
Skilled at working independently and collaboratively in a team environment.
Proven ability to learn quickly and adapt to new situations.
Organized and detail-oriented with a strong work ethic.
Performed data entry and other administrative tasks to keep records and files organized and accurate.
Operations Accounting Specialist
Bison Technologies
07.2022 - 01.2023
Handled daily approval of disposal tickets for an oil and gas software company
Helped identify issues with our software or any bugs that needed to be handled between the support department and accounting department
Researched any paper tickets that couldn't be put into our system due to missing information from our system, missing information from the paper ticket or needed clarification from the haulers
Entered paper tickets until the customer was completely on boarded to utilize our software products.
Account Executive
Loves Travel Stop and Country Stores
08.2018 - 07.2022
Handle a client portfolio of trucking companies that average $10 Million of A/R a month through factoring their invoices
Cultivated and developed customer relationships to enable sustained revenue growth
Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements
Review my client portfolio invoices aging daily to help identify any issues delaying payment and advising my client weekly
Review my client's unidentified payments daily to identify where the payment belongs or what action needs to be taken
Submitting cash corrections to the cash department advising how to apply my client's unidentified payments.
Business Analyst
DXC Technology
12.2010 - 05.2018
Banking for Insure Oklahoma, advise on any system issues that arise with Insure Oklahoma and Banking, American Indian/Alaska Native Cost Sharing Manual Process for Insure Oklahoma, Processed Out of Pocket Expenses for members of Insure Oklahoma, Peer Audits, Made Training manuals, Updated Member handbook, and special projects for Insure Oklahoma.
Customer Service Representative
Hewlett Packard
09.2008 - 11.2010
Call Center for Insure Oklahoma, advised account information to members such as Documents Needed and payments, changed primary care providers, prepared applications to be returned if lacking information, processed return mail, processed applications, processed income information, made training manuals.
Call Center Representative
Premier Communications
02.2008 - 06.2008
Call Center for Direct TV, made appointments for installs, rescheduled appointments, tracked high priority cases.
Cashier
Wal-Mart
07.2006 - 01.2008
Office Assistant
LuGreg Trucking
01.2003 - 01.2005
Seasonal
Coordinated A/R's through a database, Managed cash receipts averaging $350,000 with 95% accuracy, Reviewed Driver logs for accuracy and time management, Implemented New Copy and record keeping system for administration purposes.
Education
Bachelor of Science Degree - Business Administration, Management Information Systems
Oklahoma State University
12.2007
Skills
Microsoft Office
Managing Client Relationships
Friendly, Positive Attitude
Interpersonal Skills
Account Management
Processing Payments
Research and Analyst
Customer Relationship
Flexible Schedule
Organizational Skills
Reliable & Trustworthy
Critical Thinking
Timeline
Investor Accounting Specialist
Chickasaw Community Bank
04.2023 - 11.2023
Operations Accounting Specialist
Bison Technologies
07.2022 - 01.2023
Account Executive
Loves Travel Stop and Country Stores
08.2018 - 07.2022
Business Analyst
DXC Technology
12.2010 - 05.2018
Customer Service Representative
Hewlett Packard
09.2008 - 11.2010
Call Center Representative
Premier Communications
02.2008 - 06.2008
Cashier
Wal-Mart
07.2006 - 01.2008
Office Assistant
LuGreg Trucking
01.2003 - 01.2005
Bachelor of Science Degree - Business Administration, Management Information Systems
<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.